Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : i2 Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (1222)	3/11/1999 6:29:00 PM
From: Shane M	Respond to of 2339

Mohan, Sanjiv still put the damper on in the last CC. His statement was something like "the pipeline is adequate but it will require superior execution." Not exactly bullish, but better than the prior quarter's comment about the pipeline quality being questionable. Keep in mind, in the quarter with the questionable pipeline revs increased 70%. It's just modus operandi with this management team, and as long as we learn to read between the lines we'll be OK. Having an understated management is nice. It also probably helps builds confidense among analysts who can come in with "buy" recommendations. In my mind the last quarter was much more positive than previous. At one point Sanjiv remarked almost in monotone, probably not verbatim: "can't you tell we're excited?" I bet it drew quite a few chuckles from listeners. Shane